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Step-by-step guides for the whole platform.

Find step-by-step instructions for the work you need to complete. Each guide starts at the beginning, tells you what to have ready, walks you through the steps, shows you what should happen when you are done, and tells you what to do if something goes wrong.

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Knowledge Base›Glossary
Step-by-step guide

Platform Glossary

Plain-language definitions for the main Wealth Events tools, roles, statuses, links, and workflows.

Start from the topYou do not need to already be on the page or tool named in this guide. Follow the steps in order and it will tell you where to go.
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Use these definitions when an guide or menu item uses a platform-specific term.

Approval Center
The administrator/approver workspace for reviewing submitted events and access requests.
Assigned Event
A published Wealth Event connected to a Host, Guest Speaker, or staff assignment.
Attribution
The recorded relationship between a signed personal link or QR and visits, native RSVPs, or later event activity.
BPPHQ
The branded virtual event environment used for online Wealth Events.
BPPHQ Attendance
The TWE workflow that imports BPPHQ attendance exports and reconciles them with TWE registrations.
Calendar
The public directory of published Wealth Events.
Check-In
The action that records a registered or walk-in guest as attending an event.
Check-In Staff
A limited event operations role used for guest arrival and attendance workflows.
Event Card
A summary tile that opens a specific event or event tool.
Event Day Command Center
The event-specific workspace for time-sensitive live operations.
Event Intelligence
One-event analytics covering tracked visits, RSVPs, attendance, questionnaires, reviews, and related funnel measures.
Event Legacy Studio
Post-event tools for recap, reusable assets, and next-step materials.
Event Lifecycle Hub
The event readiness/next-action workspace that shows what stage an event is in and what needs attention.
Event Questionnaires
The event-specific tool for building and collecting questionnaire responses.
Executive Reporting
Cross-event reporting used to compare performance and trends.
Flyer Studio
The approved event flyer workspace. The event design is reused rather than rebuilt for each promoter.
General Flyer
The approved event flyer using the normal event destination rather than one person’s personal link or QR.
Guest
A person discovering, registering for, attending, or following up from an event.
Guest Journey Autopilot
Event-timed communication process for confirmations, reminders, arrival, follow-up, and recovery.
Guest Relationship
The history/context connecting a guest with prior event activity and follow-up.
Guest Review
Feedback submitted by a guest; it is not public until approved/published.
Guest Speaker
A person assigned to an event as a speaker. The same reusable profile can have other roles on other events.
Guided Setup
The ordered event setup process used to complete launch requirements.
Host
A person assigned to help prepare, promote, or operate an event.
Host Portal
The assigned-event workspace containing Manage My Events, personal invitation materials, and event tools.
Manage My Events
The Host Portal list of published events assigned to the signed-in profile/account.
My Trackable Invitation
The event-card section containing the signed-in person’s personal link and tracked flyer download.
Native RSVP
A registration completed within the Wealth Events RSVP system, allowing full tracking from the invitation through the RSVP when a tracked link is used.
Operations & Recovery
Administrator tools for supported repair/retry actions and operational issue recovery.
Partial Attendance
Virtual attendance where a participant entered the experience but did not meet the selected minimum-time requirement.
Person Profile
A reusable person record containing identity details such as name, title, bio, headshot, and administrative contact email.
Personal Link
A personal event link generated for a specific signed-in promoter and event.
Personal QR Code
A QR code whose destination is the person sharing the event’s tracked event URL.
Platform Settings Center
Administrator workspace for page health, configuration, branding, communication settings, and platform readiness.
Published Event
An event in public status that can appear on the Calendar/event page and qualify for assigned-event access.
RSVP
A guest registration/reservation for an event.
Short Display Title
A compact professional title used where flyer or event-card space is limited.
Social Promotion Studio
Event promotion workspace for campaign timing, captions, approved assets, and tracked outreach.
Text Reminders
Consent-aware event SMS tools and delivery status.
Ticket
A private guest ticket tied to a registration, often containing a QR code or event-entry action.
Tracked Flyer
The approved event flyer with a specific promoter’s signed QR destination embedded; the design does not change.
Unmatched Attendance
A BPPHQ attendance row that has not yet been confidently connected to a TWE registration.
Verified Attendance
Attendance confirmed according to the event’s applicable check-in or virtual participation rule.
Walk-In
A person attending without an existing registration who is added through the approved walk-in steps.
Need more help?Send support the event name, what you were trying to do, and a screenshot.
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